Wealth management is all about you and your family

For over 40 years, the advisors of McGee Wealth Management have served clients throughout the Portland Metro area and the United States with consultative financial planning, tax-smart asset management, integrated risk management, and retirement and estate planning. Whether your source of wealth is from an inheritance or hard-earned from prudent saving or business management, we believe wealth management is all about you and your family. Your financial life may be complicated, and may seem a little overwhelming. MWM makes the difficult simple, looks for workable strategies to solve problems, honors the integrity of professional and family relationships, and plays a vital role in the coordination and implementation of both your financial plan and investment plan.

As advisors who follow the fiduciary standard, you experience a truly consultative relationship.

We have always practiced under fiduciary standards, putting our clients' best interests first. MWM is a Registered Investment Advisor and a branch office of Raymond James Financial Services,Inc. Member FINRA, SIPC. Our advisors are dually registered with the SEC and FINRA. Our firm was built on a commitment to serve clients with integrity and creativity.  It is all about you – your goals and aspirations. Wealth management is so much more than talking about money.It is about making your financial life work better and much more efficiently.

Advisors who are CERTIFIED FINANCIAL PLANNER™  Professionals (CFP®) also operate under additional standards:

  • Multifaceted Regulatory Oversight
  • Following the Fiduciary Standards
  • Continuing Education for Advisors and Support Team

Comprehensive planning includes the following five areas.

Legacy
Planning

  • Essential Documents
  • Transfer of Wealth
  • Family Meetings & Coaching
  • End of Life Wishes

Wellness
Planning

  • Essential Documents
  • Transfer of Wealth
  • Family Meetings & Coaching
  • End of Life Wishes

Risk Management

  • Essential Documents
  • Transfer of Wealth
  • Family Meetings & Coaching
  • End of Life Wishes

Financial Planning

  • Essential Documents
  • Transfer of Wealth
  • Family Meetings & Coaching
  • End of Life Wishes

Investment Management

  • Essential Documents
  • Transfer of Wealth
  • Family Meetings & Coaching
  • End of Life Wishes

Your Financial Team

Tax Professional for Wealth Management

Tax Professional

  • Coordination of 1099 delivery and clarification
  • Income tax coordination in your financial plan
  • Retirement contribution limits and guidance

How MWM interacts with this advisor:

  • Coordination of 1099 delivery and clarification
  • Income tax coordination in your financial plan
  • Retirement contribution limits and guidance
Attorneys for Wealth Management

Attorneys

  • Estate & Wills - most importantly, proper titling of assets
  • Wealth division and transfers (divorce and inheritances)
  • Business Ownership, structuring, partnerships and agreements, sale or transfer

How MWM interacts with this advisor:

  • Type and structure of Trusts, Wills, POA’s & Medical Directives
  • Determine if a corporate trustee is more viable for family structure
  • Division of assets/valuation with a death or divorce
  • Assist in executive of wishes with Trustee or Appointed Representative at passing
Investment Advisor for Wealth Management

Investment Advisor

  • Economic insight
  • Risk tolerance assessment and execution
  • Portfolio construction and monitoring

How MWM interacts with this advisor:

  • Multi-generational planning
  • Family meetings
  • Evaluating the what-if's
  • Clarify the path to move forward
Tax Professional for Wealth Management

Insurance Professional

  • Risk management
  • Coordination of coverage levels within your financial plan
  • Appraisals and schedule coverage of jewelry, art, antiques (all assets in the net worth section of plan)

How MWM interacts with this advisor:

  • Find gaps in coverage through Financial Planning
  • Test what-if’s, such as long term care needs, death, disability
  • Collaborative decisions on coverage levels
  • Working together to review cost of coverage
Making Life a Richer Experience